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BBA Blog: BRIDGING INDUSTRY INSIGHT WITH YOUR PERSONAL FINANCES

Transforming your wealth one informative topic at a time...

Overview of the OBBB Act: 6 More Provisions You Need to Understand Thumbnail

Overview of the OBBB Act: 6 More Provisions You Need to Understand

With the passage of the “One Big Beautiful Bill,” Congress and President Trump have dramatically altered the tax- and financial-planning landscape for financial advisors and their clients. The enactment of the OBBB Act is going to have far-reaching implications for tax and financial planning. In this second part of an overview of the Act, we take a look at six temporary provisions that may affect your clients.

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Overview of the OBBB Act: What You Need to Know Thumbnail

Overview of the OBBB Act: What You Need to Know

Staying ahead of legislative changes that directly impact our clients’ financial well-being is crucial to our profession. The recent signing of the “One Big Beautiful Bill Act” (OBBB Act) by President Trump on July 4 represents a monumental shift in the American fiscal landscape. This two-part summary provides a detailed overview of the OBBB Act’s core provisions, confirmed to reflect the final text signed into law, not earlier drafts or proposed versions.

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A Guide to Purchasing a Home on a Single Income Thumbnail

A Guide to Purchasing a Home on a Single Income

In a housing market that increasingly demands dual incomes, navigating the path to homeownership on a single salary can feel like climbing a mountain with one leg. Whether you're single by choice, recently divorced, or supporting a family on one income, this guide will walk you through steps and strategies that can transform the seemingly impossible dream of homeownership into your lived reality – without requiring a second paycheck to make the numbers work.

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Examination of How Tariffs Influence Trade, Federal Income, Consumer Prices, and Domestic Industries Thumbnail

Examination of How Tariffs Influence Trade, Federal Income, Consumer Prices, and Domestic Industries

This blog post provides a detailed examination and historical perspective on how tariffs influence trade, federal income, consumer prices, and domestic industries. While tariffs can be used beneficially in certain strategic contexts, they generally introduce complications such as increased prices, retaliatory policies, and currency shifts. These issues may ultimately diminish their effectiveness as a sustainable source of revenue or a tool for long-term economic stability.

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2024 Tax Planning: To-Do Checklist Thumbnail

2024 Tax Planning: To-Do Checklist

Tax season is officially here. If you haven't already, now is the time to get prepared. Whether you meet with a tax professional or prepare your taxes yourself, proper planning helps the processes go more smoothly and may reduce the risk of costly errors. Check out these tips and prepare to tackle this tax season with confidence.

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New Administration, Economic Policies, & Markets Thumbnail

New Administration, Economic Policies, & Markets

Activity came out of the White House at a feverish pace during the first week of the new administration. Headlines swirling nonstop with dizzying executive orders have been the norm, not to mention talks of tariffs. With the unknown impact of potential tariffs on financial markets and new developments that could affect markets in the future, here's what we can surmise at this early stage.

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